Y-Intercept (HK)’s Iron Mountain IRM Stock Holding History

Y-Intercept (HK)’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,654	Closed	-$3.44M	–	1939
2026 Q1	$3.44M	Buy	33,654 +9,382	+39%	+$933K	0.07%	477
2025 Q4	$2.01M	Buy	+24,272	New	+$2.27M	0.05%	617
2025 Q3	–	Sell	-21,031	Closed	-$2.16M	–	1791
2025 Q2	$2.16M	Sell	21,031 -26,949	-56%	-$2.54M	0.05%	569
2025 Q1	$4.13M	Buy	47,980 +20,376	+74%	+$1.96M	0.28%	72
2024 Q4	$2.9M	Buy	+27,604	New	+$3.24M	0.19%	132
2024 Q1	–	Sell	-40,911	Closed	-$2.86M	–	1559
2023 Q4	$2.86M	Buy	+40,911	New	+$2.57M	0.27%	69
2023 Q2	–	Sell	-15,697	Closed	-$831K	–	1488
2023 Q1	$831K	Buy	+15,697	New	+$823K	0.1%	308
2022 Q4	–	Sell	-26,748	Closed	-$1.18M	–	1162
2022 Q3	$1.18M	Buy	26,748 +13,237	+98%	+$668K	0.12%	269
2022 Q2	$658K	Buy	+13,511	New	+$711K	0.09%	339
2021 Q3	–	Sell	-15,981	Closed	-$676K	–	772
2021 Q2	$676K	Buy	+15,981	New	+$670K	0.17%	190
2021 Q1	–	Sell	-7,221	Closed	-$212K	–	697
2020 Q4	$212K	Buy	+7,221	New	+$200K	0.09%	437

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Y-Intercept (HK)'s IRM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 33,654 shares — an estimated $3.44M sold.

Y-Intercept (HK) first reported a position in IRM in Q4 2020 and held it in 11 quarters. The position peaked at $4.13M in Q1 2025. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Y-Intercept (HK) reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 33,654 Iron Mountain shares in Q2 2026, an estimated $3.44M.
Y-Intercept (HK) first reported a position in Iron Mountain in Q4 2020 and held it in 11 quarters.
Y-Intercept (HK)'s Iron Mountain position peaked at $4.13M in Q1 2025.
222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.